Use the Vacations form to register vacations manually. You can also register vacation details by using posted vacation resolutions from the Vacation resolution form. You can enter the vacation time in the timesheet manually, or the timesheet is updated automatically if Timesheet update - Yes is selected in the Vacations form.

Vacation compensation is calculated based on the average earnings of an employee. When the vacation compensation is calculated, the vacation payment is divided across payment periods. After you add the vacation line to the payroll, it is processed at the start of the vacation payment calculation.

Vacation compensation details about the dismissed employee are updated automatically when you post a dismissal resolution in the Dismissal resolutions form. After you modify the vacation details for an employee, you can recalculate their vacation compensation in the Recent transactions form.

Register vacations for an employee

In the Type of vacation field, select the code for the type of vacation.

In the Calculation method code field, select the average earnings method identification code (ID) for the vacation calculation. If necessary, you can modify this value.

Use the information in the following table to select the type of vacation.

Field

Description

Type

Select the type of the vacation from the following options.

Vacation – The payment amount for the granted vacation is calculated.

To extend a vacation, create a new line, and then in the Associated vacation field, select the starting date of the original vacation. The vacation type and average-earned wages are taken from the extended vacation. You cannot recalculate them. The start date of the vacation extension displays by default. This value indicates the day that follows the end date of the prolonged vacation.

Vacation breaking – The deduction of the granted vacation payment for the period of the vacation interruption is calculated.

To interrupt a vacation, create a new line, select the Vacation breaking line type, and then in the Associated vacation field, select the starting date of the original vacation. The vacation type and the average-earned wages are taken from the interrupted vacation. You cannot recalculate them.

Compensation – The compensation payment for the unused vacation is calculated. Compensation for unused vacation can be calculated automatically or manually when you post a dismissal resolution. When you calculate compensation manually, the number of days for which the vacation is granted is calculated automatically from the starting date.

You can modify this value in the Quantity of days field. The compensation is usually paid for an employee's dismissal date. It is not considered to be time spent by an employee on vacation.

In the Employee field, select the ID of the employee to whom the vacation is granted based on the average wages that are earned.

In the Start date field, select the starting date of the granted vacation.

Note

The starting date of the original vacation for the calculation of the interrupted or prolonged vacation is displayed in the Associated vacation field.

In the Quantity of days field, enter the number of payable vacation days that are granted. The ending date is estimated automatically based on the vacation type and calendar setup.

In the End date field, select the ending date of the granted vacation. The quantity of payable days is estimated automatically based on the vacation type and calendar setup. Click the Calculation tab to calculate the registered vacation line.

Select the Add to salary check box to add the vacation payment amount to the payments and deductions for the employee. If the vacation payment amount is added to the salary, the current payroll period is automatically displayed in the Calculation period field.

When the payroll is calculated, in the Amount to be paid field, the vacation pay is also updated. You can manually adjust the vacation pay details if you want to pay a part of the accrued vacation. This amount includes the value of the vacation pay that is to be used in the vacation pay-sheet line. For more information, see (RUS) Generate pay statements and (RUS) Issue payments to workers.

If required: Register vacations from a vacation resolution

You can use the vacation payment details from the Vacation resolution form to register vacations in the Vacations form. The Payroll accountant uses the information that is prepared by the Human Resources (HR) department. You don’t have to create a vacation resolution if you are in the Payroll department.

Click Enter from order to open the Creating vacation lines on the basis of vacation orders form.

You can view the registered vacation resolution details from the Vacation resolution form. For more information, see (RUS) Create and post a vacation resolution. You can click From orders or From order's lines to register vacations based on the selected order or lines. You can also calculate the order or order lines, and include them in the payroll.

If required: Modify and calculate the vacation payment details

To modify and calculate the vacation payment details, follow these steps:

In the Vacations form, on the General tab, you can modify the average-earnings calculation method details to calculate vacation payments for a specified employee. For example, if the timesheet is defined in hours for the employee, select By hours in the Calculation type field.

If you want to modify the vacation payment amount and source details for the average earnings calculation for the employee, you can modify the field values on the Calculation tab.

In the Salary Report field group, the average earnings calculation details are displayed with the payment source and the calculation period. In the Benefit due field group, the vacation payment amount and payment period are displayed. You can modify these fields only if the vacation is not included in the salary calculation. Based on the values in the Salary Report field group, the values in the Benefit due field group are recalculated.

To recalculate and view, follow these steps:

Click Recalculation to recalculate the amounts that are due to the employees for the vacation time.

Click Payroll lines to view the payroll transactions from the wage fund that are used to calculate the average earnings of the vacation.

Click Bonuses to view the payroll transactions from the incentive fund that are used to calculate the average earnings of the vacation.

When the vacation record is included in the salary of the current payroll period, all amounts from the Benefit due field group that are registered for any payment period are used to generate payroll transactions.

Click Calculation to define the criteria for the vacation payment calculation in the Vacation payment calculation form, and calculate the payroll for this employee.

Click OK to close the Vacation payment calculation form. You can view the final amount to be paid as vacation compensation in the Vacations form.

Note

The final vacation compensation amount can be changed after the next recalculation as long as it is marked as locked, or is included in vacation pay-sheets.

To view the work hour details for the employee during the selected calculation period, in the Resulting information about employee worked hours form, click Hours worked accounting.

To recalculate modified vacation details for employees in the Recent transactions form, follow these steps:

Click Payroll (Russia) > Payroll calculation > Recent transactions.

Click New to create a transaction.

In the Employee field, select the employee code.

In the Procedure code field, select the calculation procedure code for the vacation.

Click Recalculate current to recalculate the vacation compensation for the selected employee.

–or–

Click Recalculate all to recalculate the vacation compensation for all employees.

Click Adjust storno to process the storno adjustment for the selected vacation that was already included in the payroll within the closed period. Click View the storno to view the storno adjustment details for the original document.

To print the statutory report, which explains the vacation calculation details, follow these steps:

To print the required statutory report T-60, click Print to open the Report options form.

Enter the necessary details, and then click OK to print the T-60 report.

You can use the Business trips form to register a business trip and calculate compensation for the business trip. Depending on the business trip type, the timesheets can be generated in the following ways:

Business trip – The timesheets are generated in the same manner as vacations and sick lists.

Business trip breaking – The timesheets are updated if you are using the daily assessment principle and the employee returns to work before the granted business trip is over. If you are using the summary assessment principle, the days or hours that are worked during the business trip break period are subtracted from the total number of days or hours that are planned for business trips of the same type. If vacations or sick lists fall within the break period, their days or hours are added to the timesheet.

Employees’ timesheets are updated with a time code that is specified in the Time code field for the selected Business trip option in the Timesheet general settings form. For more information, see (RUS) Configure parameters for time management.

Average earnings for a business trip are calculated according to the calculation method that is configured for business trip payments. Business trip payments are calculated and registered as payroll transactions according to the counter setup rules for business trip payments.

Register business trips for an employee

In the Business trip type field, select the ID for the business trip type.

In the Calculation method code field, the average earnings method ID for the business trip calculation is displayed. If necessary, you can modify this value.

Use the following table to select the type of business trip to determine whether payment is allowed for the selected business trip.

Field

Description

Type

Select the type of the business trip from the following options.

Business trip – The business trip payment amount is calculated for the standard business trip or for the business trip extension.

Business trip breaking – The business trip payment amount is calculated for the interrupted business trip.

In the Employee field, select the ID of the employee that the business trip is registered for.

In the Start date field, select the starting date of the business trip.

Note

If you select a business trip that has Business trip as its type and a related business trip date is selected, the start date is automatically updated with the date that falls one day after the end date of the related business trip. You can modify the date. If you select a business trip that has Business trip breaking as its type, the starting date of the business trip must be within the related business trip period.

In the Quantity of days field, enter the number of days that the business trip is calculated for.

In the End date field, select the ending date of the business trip.

Select the Add to salary check box to add the business trip payment amount to the payments and deductions for the employee. If the business trip payment amount is added to the salary, the month and year of the current period automatically display in the Calculation period field.

If required: Register business trips from a business trip resolution

You can use the calculated business trip resolution details from the Business trip resolutions form to register business trips. The Payroll accountant uses the information that is prepared by the HR department. You don’t have to create a business trip resolution if you are a member of the Payroll department.

Click Enter from order to open the Creating business trip lines on the basis of business trip orders form.

You can view the business trip resolution details in the Business trip resolutions form. You can also click From orders or From order's lines to register a business trip based on the selected order or lines. You can calculate the order or order lines, and include them in the payroll. For more information, see (RUS) Create and post a business trip resolution.

If required: Modify and calculate business trip compensation

To modify and calculate the business trip compensation details, follow these steps:

In the Business trips form, on the General tab, modify the calculation method details to calculate business trip payments and time parameters for a specified employee.

If you want to modify the business trip payment amount and source details for the average earnings calculation for the employee, modify the field values on the Calculation tab.

In the Salary Report field group, the average earnings calculation details are displayed with the payment source and the calculation period. In the Benefit due field group, the business trip payment amount and the payment period are displayed. You can modify these fields only if the vacation is not included in the salary calculation. Based on the values in the Salary Report field group, the values in the Benefit due field group are recalculated.

To calculate and view, follow these steps:

Click Recalculation to recalculate the vacation due amounts.

Click Payroll lines to view the payroll transaction amounts from the wage fund that are used to calculate the average earnings of the business trip.

Click Bonuses to view the payroll transactions from the incentive fund that are used to calculate the average earnings of the business trip.

When the business trip record is included in the salary from the current payroll period, only the amounts from the Benefit due field group that are registered for a payment period, and which are equal to the current payroll period, are used to generate the payroll transaction. Other details from the Benefit due field group are used to generate payroll transactions, as the current payroll period matches the payment period.

You can click Calculation to define the criteria for the business trip payment calculation in the Business trip calculation form and calculate the payroll for this employee.

Click OK to close the Business trip calculation form. You can view the final amount to be paid as business trip compensation in the Business trips form.

Click Hours worked accounting to view the working hour details for the employee during the selected calculation period in the Resulting information about employee worked hours form.

Click Adjust storno to process the storno adjustment for the selected business trip type that was already included in the payroll within the closed period. Click View the storno to view the storno adjustment details for the original document.